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The mathematical, scientific, and economic FACTS to retire happily ever after
How to intelligently optimize your portfolio so that you’re protected from both inflation and deflation (even if you failed Personal Finance 101).
The one thing that could completely wipe out your entire life’s work
How to create a strategic roadmap that protects you and eliminates all of the guesswork
Simplified stories that explain complex, yet powerful financial products like life insurance and annuities.
Diane Goldman is a former practicing CPA at KPMG, former business owner and for the past 15 years, a Retirement Income Planner. Diane is an expert in Social Security and building predictable, sustainable retirement income plans. The strategies used, move individuals from their years in asset accumulation to the “golden years” of retirement where reliable, predictable income separates those who live retirement with peace of mind to those who do not.
Tom Hegna is a best-selling author, industry renowned speaker, and world-class coach with over 30 years of experience in the financial services industry. As a former First Vice President at New York Life and retired Lieutenant Colonel, he’s spent the last several years of his career becoming the leading voice on all things retirement. Tom has presented all over the world, including over 5,000 presentations across all 50 states.
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